Kevin Dunn, financial advisor Helena MT
93 score

Kevin Dunn

CRD Number: 4582227
Current Firm: Securities America Advisors, Inc.

Kevin Dunn (CRD# 4582227) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Helena, MT and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Securities America, Inc. Helena, MT Jan 2009 - Current 7
Securities America Advisors, Inc. Lavista, NE Jan 2009 - Current 7
Dunn Financial Solutions Helena, MT Aug 2008 - Current 8
Custer Avenue Financial Group Helena, MT Apr 2008 - Current 8
Brecek & Young Advisors, Inc. Folsom, CA Aug 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Aug 2004
Contact Info for Kevin T. Dunn
Phone Number: 402-399-9111
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    13,433
    MILLIONS
  • Total Number of Accounts
    92,356
    ACCOUNTS
  • Average Account Value
    $145,443
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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